Slip No: The slip number of sales proposal.
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Project Code: The project code of the sales proposal.
Miktar Kontrolü Yapılsın: Satış teklifi ile müşterinin temin edeceği mal ya da hizmetler için miktar kontrolünün yapılıp yapılamayacağını belirtir. Satış teklifine teklif miktarından fazla sipariş bağlanmasını engellemek amacıyla kullanılır. Miktar kontrolü yapılacaksa bu seçenek işaretlenir. Miktar kontrolünün yapılması durumunda sipariş miktarı teklif miktarından fazla olamaz.
Programda ticari sistem tarafındaki tüm işlemlerde proje bilgisi girilerek, raporlar proje bazlı alınır ve muhasebeye entegrasyon proje bazında yapılır
Check Quantity: Indicates if the quantity control will be done for the material/services obtained by contract or not. If quantity control will be done, the order quantity cannot be more than contract quantity.
When contracts (subjected to quantity control) are wanted to be updated, it is not allowed to enter less quantity than the delivered quantity in slip line. Delivered contract lines cannot be deleted; these lines' material/service code info cannot be changed.
Sales Proposals Line Info
The material/service sales proposal info is recorded through the lines on slip. Proposal Alternatives can be also recorded on the same slip.
The lines consist of two sections separated with a line. The upper part of the line is used to record the Material and Service information and the Discount, Surcharge and Promotion information the Material and Service information and the Discount, Surcharge and Promotion information of the transaction in the line, while the discount, surcharge and promotion of the slip bottom are entered into the lower part.
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The discount, surcharge and promotion transactions to be applied to the material/service in the line are recorded in the line under the relevant transaction, by selecting a transaction type in the Type fieldthe Type field.
Type: Indicates the line type. The line types are as follows:
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F.Currency: This field is used to specify the currency if the transactions in the slip line are recorded using a different currency than the Local Currency. The currency type to be applied to the lines is specified in the Currency Type field.
%Discount%: Indicates the discount percentage to be applied to the material/service in line.
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Payment Type: The payment type applied to the transaction in the line. If a Payment a Payment Plan Code is Code is specified in the materialthe material/service card, the Payment the Payment Plan Code is Code is transferred as default into the field when the material or service is selected. This can be changed if a different plan will be applied.
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In the LOGO application, when a proposal is added to a sales activity for the first time, the type of the activity is displayed as proposal. When the proposal is revised later, the activity type changes as Proposalas Proposal-Revision. Proposals are added for the first time with "Waiting for Approval" status. The "Waiting for Approval" status means that the proposal is being worked on, or that the presentation to the customer has been postponed.
The quantity and amount information of the material or service sold is recorded using Proposal Alternatives option using Proposal Alternatives option located in the right mouse button menu when the proposal is opened with "Update" option.
Other proposals can be recorded as alternatives to the proposal. This operation is performed by selecting the Proposal Alternatives option located in the right mouse button menu when the proposal is opened with "Update" option. The record opened by clicking "Add Alternative" option located in the right mouse button menu of the proposal alternatives window is used to generate alternative proposal information.
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This section located in the bottom of the proposal slip and displays the total amount info of the transaction lines of the slip.
The Currency Type is The Currency Type is separately specified for slip lines and slip general by this section.
The Total Surcharge, Total Discount, Net Total and Total VAT, fields pertaining to the slip bottom are tracked in Local Currency and Reporting Currency. The values cannot be changed by the user directly. These totals are calculated by the program.
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